IHT Wealth Management’s NextEra Energy, Inc. NEE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.15M | Buy |
59,788
+5,151
| +9% | +$358K | 0.11% | 175 |
|
|
2025
Q1 | $3.87M | Buy |
54,637
+1,832
| +3% | +$130K | 0.12% | 169 |
|
|
2024
Q4 | $3.79M | Buy |
52,805
+638
| +1% | +$45.7K | 0.12% | 162 |
|
|
2024
Q3 | $4.41M | Buy |
52,167
+10,626
| +26% | +$899K | 0.13% | 164 |
|
|
2024
Q2 | $2.95M | Sell |
41,541
-3,327
| -7% | -$236K | 0.11% | 184 |
|
|
2024
Q1 | $2.87M | Buy |
44,868
+8,592
| +24% | +$549K | 0.11% | 183 |
|
|
2023
Q4 | $2.2M | Sell |
36,276
-3,980
| -10% | -$242K | 0.1% | 207 |
|
|
2023
Q3 | $2.31M | Sell |
40,256
-9,664
| -19% | -$554K | 0.12% | 175 |
|
|
2023
Q2 | $3.7M | Buy |
49,920
+11,274
| +29% | +$837K | 0.19% | 112 |
|
|
2023
Q1 | $2.98M | Buy |
38,646
+12,229
| +46% | +$943K | 0.17% | 119 |
|
|
2022
Q4 | $2.21M | Buy |
26,417
+2,128
| +9% | +$178K | 0.14% | 161 |
|
|
2022
Q3 | $1.9M | Buy |
24,289
+2,135
| +10% | +$167K | 0.14% | 161 |
|
|
2022
Q2 | $1.72M | Buy |
22,154
+296
| +1% | +$22.9K | 0.15% | 153 |
|
|
2022
Q1 | $1.85M | Sell |
21,858
-849
| -4% | -$71.9K | 0.14% | 155 |
|
|
2021
Q4 | $2.12M | Buy |
22,707
+4,159
| +22% | +$388K | 0.16% | 137 |
|
|
2021
Q3 | $1.46M | Sell |
18,548
-13,829
| -43% | -$1.09M | 0.12% | 167 |
|
|
2021
Q2 | $2.37M | Buy |
32,377
+9,437
| +41% | +$692K | 0.15% | 139 |
|
|
2021
Q1 | $1.74M | Buy |
22,940
+1,240
| +6% | +$93.8K | 0.12% | 171 |
|
|
2020
Q4 | $1.67M | Buy |
21,700
+1,660
| +8% | +$128K | 0.14% | 160 |
|
|
2020
Q3 | $1.39M | Buy |
20,040
+4,380
| +28% | +$304K | 0.14% | 156 |
|
|
2020
Q2 | $940K | Sell |
15,660
-5,228
| -25% | -$314K | 0.13% | 172 |
|
|
2020
Q1 | $1.26M | Sell |
20,888
-24
| -0.1% | -$1.44K | 0.18% | 135 |
|
|
2019
Q4 | $1.27M | Sell |
20,912
-1,232
| -6% | -$74.6K | 0.15% | 153 |
|
|
2019
Q3 | $1.29M | Buy |
22,144
+5,796
| +35% | +$338K | 0.18% | 141 |
|
|
2019
Q2 | $837K | Buy |
16,348
+396
| +2% | +$20.3K | 0.12% | 200 |
|
|
2019
Q1 | $771K | Sell |
15,952
-1,980
| -11% | -$95.7K | 0.13% | 187 |
|
|
2018
Q4 | $779K | Sell |
17,932
-92
| -0.5% | -$4K | 0.15% | 169 |
|
|
2018
Q3 | $755K | Buy |
18,024
+2,428
| +16% | +$102K | 0.16% | 158 |
|
|
2018
Q2 | $651K | Buy |
15,596
+7,028
| +82% | +$293K | 0.17% | 162 |
|
|
2018
Q1 | $348K | Sell |
8,568
-76
| -0.9% | -$3.09K | 0.09% | 246 |
|
|
2017
Q4 | $331K | Buy |
8,644
+60
| +0.7% | +$2.3K | 0.09% | 267 |
|
|
2017
Q3 | $317K | Sell |
8,584
-5,820
| -40% | -$215K | 0.13% | 176 |
|
|
2017
Q2 | $0 | Buy |
14,404
+3,716
| +35% | – | ﹤0.01% | 1447 |
|
|
2017
Q1 | $349K | Buy |
10,688
+536
| +5% | +$17.5K | 0.23% | 106 |
|
|
2016
Q4 | $301K | Buy |
+10,152
| New | +$301K | 0.23% | 110 |
|